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Coverage- Wealth New York On-site

Coverage- Wealth New York On-site

nodiNew York, NY

2 days ago

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceCustom Computer Programming ServicesMiscellaneous Financial Investment Activities
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Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors.
Job Description: Win and own Model ML's relationships with US wealth managers and private banks, from the first meeting to a signed contract, then through firm-wide rollout and renewal.
Responsibilities:
  • Build and own a pipeline of new logos across wirehouses, private banks and large RIAs in the US.Build relationships with CIO offices and advisor platform and digital leaders, from senior introductions onwards.
  • Run enterprise sales cycles through procurement, legal and security review.
  • Bring in product specialists for demos and pilots, then close.
  • Turn pilots into firm-wide rollouts with our wealth product specialist, and own the renewal.
  • Work with colleagues in EMEA and APAC on global wealth firms.
  • Forecast accurately and hit a quarterly number.
  • What you can expect: It won't be easy; in fact, it will be very hardBUT, it will be a lot of fun
  • You need to be comfortable with being uncomfortable; timelines will change, priorities will most likely shift
  • Be prepared for an exciting, fast-paced journey where you'll learn a lot, take on meaningful challenges, and grow along the way.
Requirements: (what "good" looks like): 5+ years in US wealth management or private banking, or carrying a quota selling enterprise software or data to wealth firms and financial services. Senior relationships at wirehouses, private banks or RIAs. Top-performer record: over quota in most years, with proof. Has closed six-figure contracts with large banks, funds or advisory firms, or led firm-wide programmes. Clear, proactive communicator who escalates early and closes loops. Comfortable operating autonomously in a fast-changing environment. Willingness to travel as needed.
Nice to have: A background in wealthtech or enterprise sales, ideally selling into wealth firms. Prior consulting experience working with wealth managers on their business or technology.
What We Offer:
  • Competitive salary + equity
  • Performance-based incentives
  • Opportunity to be instrumental in our expansion into the market
  • Supportive and innovative work environment
To conclude, we're building a team of like-minded, incredibly smart, tenacious individuals with relentless work ethic and focus, all driving towards our very clear revolutionary mission. If you match this description, buy into that mission and you're at a career stage where you're ready to make your defining statement to the world, About the interview Our Process: We're very conscious of everyone's time, so we want to make the process as efficient as possible. Call 1: 30-minute intro call with an Engagement Manager Call 2: 30-minute with a Head of Engagement Management Call 3: 30-minute deep dive with Adam (COO)

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

Apply for this role (opens in a new tab)